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Separation and Divorce: Financial Information Questionnaire

The financial aspects of divorce includes child support, spousal support (often called alimony or spousal maintenance), and property and debt division. Decisions about these aspects of your divorce can be complicated and have long-lasting implications. That's why it's so important for you, your attorney and the court to have an accurate accounting of all of your financial information, from your marital property to your separate property. After all, it's on the basis of this information that the court will ultimately decide how to divide the marital estate and whether any support payments will be needed.

Because so much is at stake, it's wise to seek the counsel and representation of an experienced family law attorney to help you through the process and to ensure an outcome that meets your needs not only now, but in the future as well. In order to do the best possible job on your behalf, however, your attorney needs your input and cooperation especially when it comes to the income, expenses, assets and debts of you and your spouse. Often it's hard to remember everything as you're sitting in your attorney's office, which is why it helps to have prepared this information ahead of time. Below is a sample financial information questionnaire to help you and your attorney collect the relevant information.

INFORMATION ABOUT
YOU

INFORMATION ABOUT
YOUR SPOUSE

Gross Monthly Income

Source/Amount

________________/$________

__________________/$________

Source/Amount

________________/$________

__________________/$________

Source/Amount

________________/$________

__________________/$________

TOTAL:

$________________

$________________

Deductions from Gross Income

State Income Tax

$____________________

$____________________

Federal Income Tax

$____________________

$____________________

Social Security

$____________________

$____________________

Self-employment Tax

$____________________

$____________________

Health Insurance

$____________________

$____________________

Union Dues

$____________________

$____________________

Pension/Retirement

$____________________

$____________________

Mandatory?

Yes ____ No ____

Yes ____ No ____

Support Orders

$____________________

$____________________

Other

$____________________

$____________________

TOTAL DEDUCTIONS:

$____________________

$____________________

NET MONTHLY INCOME: (gross income minus total deductions)

$____________________

$____________________

Monthly Expenses

Rent or Mortgage

$____________________

$____________________

Utilities:

Telephone

$____________________

$____________________

Gas

$____________________

$____________________

Electricity

$____________________

$____________________

Water & Sewer

$____________________

$____________________

Garbage Collection

$____________________

$____________________

Cable Television

$____________________

$____________________

Cellular Phone

$____________________

$____________________

Internet Service

$____________________

$____________________

Property Taxes

$____________________

$____________________

Insurance:

Medical

$____________________

$____________________

Dental

$____________________

$____________________

Life

$____________________

$____________________

Disability

$____________________

$____________________

Long-term Care

$____________________

$____________________

Homeowners/Renters

$____________________

$____________________

Auto(s)

$____________________

$____________________

Recreational Vehicle

$____________________

$____________________

Debt Payments:

Vehicle #1

$____________________

$____________________

Vehicle #2

$____________________

$____________________

Home Equity Loan

$____________________

$____________________

Student Loan

$____________________

$____________________

Other Loans

$____________________

$____________________

Credit Card #1

$____________________

$____________________

Credit Card #2

$____________________

$____________________

Credit Card #3

$____________________

$____________________

Educational Expenses:

For Self

$____________________

$____________________

For Children

$____________________

$____________________

Day Care:

For Children

$____________________

$____________________

For Parent(s)

$____________________

$____________________

Transportation Expenses:

Gasoline

$____________________

$____________________

Parking/Commuting

$____________________

$____________________

Vehicle Maintenance

$____________________

$____________________

Licenses

$____________________

$____________________

Food:

Groceries

$____________________

$____________________

Take-out Food

$____________________

$____________________

Restaurants

$____________________

$____________________

School Lunches

$____________________

$____________________

Clothing:

For Self

$____________________

$____________________

For Children

$____________________

$____________________

Repair and Cleaning

$____________________

$____________________

Household Expenses:

Cleaning Supplies

$____________________

$____________________

Cleaning Service

$____________________

$____________________

Yard Maintenance

$____________________

$____________________

Home Maintenance

$____________________

$____________________

Home Security

$____________________

$____________________

Home Improvements

$____________________

$____________________

Home Furnishings

$____________________

$____________________

Appliances

$____________________

$____________________

Uninsured Health-care Costs:

Medical

$____________________

$____________________

Dental

$____________________

$____________________

Prescriptions

$____________________

$____________________

Non-prescription

$____________________

$____________________

Personal Expenses:

Grooming

$____________________

$____________________

Entertainment

$____________________

$____________________

Travel

$____________________

$____________________

Gifts

$____________________

$____________________

Hobbies

$____________________

$____________________

Babysitting

$____________________

$____________________

Pet-care Costs

$____________________

$____________________

Donations

$____________________

$____________________

Other Expenses

$____________________

$____________________

$____________________

$____________________

$____________________

$____________________

$____________________

$____________________

TOTAL EXPENSES:

$____________________

$____________________

Assets

Value / Owe (where appropriate)

Value / Owe (where appropriate)

Primary Home

$____________________

$____________________

Vacation Home

$____________________

$____________________

Other Home/Property

$____________________

$____________________

Vehicle(s)

$____________________

$____________________

Recreational Vehicle

$____________________

$____________________

Boat(s)

$____________________

$____________________

Furniture

$____________________

$____________________

Home Furnishings

$____________________

$____________________

Appliances

$____________________

$____________________

Artwork

$____________________

$____________________

Jewelry

$____________________

$____________________

Computer(s)

$____________________

$____________________

Personal Property

$____________________

$____________________

Cash

$____________________

$____________________

Stocks/Bonds/Funds

$____________________

$____________________

Stock Options

$____________________

$____________________

Checking Account(s)

$____________________

$____________________

Savings Account(s)

$____________________

$____________________

Retirement/Pensions

$____________________

$____________________

Profit Sharing

$____________________

$____________________

IRA(s)

$____________________

$____________________

Business(es)

$____________________

$____________________

Life Insurance

$____________________

$____________________

Other Assets

Description / Value

Description / Value

TOTAL ASSETS:

$____________________

$____________________

Educational Degrees

_______________________

_______________________

_______________________

_______________________

Separate Property (including property you or your spouse had before the marriage or received individually as a gift or inheritance during the marriage)

Description / Value

Description / Value

Need Help with Your Separation? Get in Touch with an Attorney

Over the years, you likely collected a lot of shared items. From the dining room table you purchased together, to the home you intended to live in forever, dividing property is never easy. But you don't have to do it alone. Reach out to a skilled divorce attorney in your area to help you through this difficult process.

Next Steps

Contact a qualified divorce attorney to make sure your rights are protected.